spaceage's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/111530/comments http://seekingalpha.com/article/124232-apple-s-refreshed-macs-an-unlikely-catalyst-of-growth-rbc?source=feed#comment-414130 414130
These analysts are nothing more than rank amateurs who have to write some crap to keep their jobs...they have no more knowledge or insight than my cleaning lady does about this market.]]> Thu, 05 Mar 2009 10:12:44 -0500
These analysts are nothing more than rank amateurs who have to write some crap to keep their jobs...they have no more knowledge or insight than my cleaning lady does about this market.]]> http://seekingalpha.com/article/123292-dell-gets-ready-for-a-comeback-barron-s?source=feed#comment-407151 407151 Sat, 28 Feb 2009 14:38:56 -0500 http://seekingalpha.com/article/115425-how-the-iphone-and-poor-management-contribute-to-apple-s-downfall?source=feed#comment-361188 361188
What if they announce a $99 phone, or better, $49 with a 2 year commitment?]]> Tue, 20 Jan 2009 15:55:46 -0500
What if they announce a $99 phone, or better, $49 with a 2 year commitment?]]> http://seekingalpha.com/article/112001-has-stagnating-innovation-led-to-this-economic-crisis?source=feed#comment-336632 336632 Tue, 23 Dec 2008 11:04:46 -0500 http://seekingalpha.com/article/110438-apple-analysts-reality-check-bear-rally-is-over?source=feed#comment-327583 327583 Fri, 12 Dec 2008 13:07:04 -0500 http://seekingalpha.com/article/102048-ipod-sales-only-14-2-of-apple-s-q4-total-revenue?source=feed#comment-291383 291383 Mon, 27 Oct 2008 09:31:59 -0400 http://seekingalpha.com/article/95368-iphone-3g-speeds-more-cingular-mediocrity?source=feed#comment-254139 254139 ]]> Sun, 14 Sep 2008 13:12:30 -0400 ]]> http://seekingalpha.com/article/93225-why-apple-stock-is-poised-to-go-flat-at-best?source=feed#comment-241569 241569 Fri, 29 Aug 2008 10:01:16 -0400 http://seekingalpha.com/article/87014-apple-expecting-short-term-weakness?source=feed#comment-214821 214821
Andy--I would submit to you that support is at $146, not $160s. We tested that level last week the day after earnings, and it was established in mid-April (and one could argue setup with the gap down day in Jan). I do think we will retest that level before heading higher, mainly due to overall poor market conditions and partly due to seasonal weakness for tech/aapl.

Also, for all the bashers out there--there is an issue with slowing growth RATE of earnings. The fact they beat their sandbagged estimates for the quarter is a lot less significant than the fact that the year over year growth in earnings was only about 30%, which is a significant slowing from recent qtrs. If this keeps up, it will be difficult to hold the forward PEs we've been seeing in this stock. Long lines in stores and all the other "feel good" carping means nothing if the company can't grow earnings at a rate commensurate with the PE they've been graced with.]]> Fri, 25 Jul 2008 20:31:38 -0400
Andy--I would submit to you that support is at $146, not $160s. We tested that level last week the day after earnings, and it was established in mid-April (and one could argue setup with the gap down day in Jan). I do think we will retest that level before heading higher, mainly due to overall poor market conditions and partly due to seasonal weakness for tech/aapl.

Also, for all the bashers out there--there is an issue with slowing growth RATE of earnings. The fact they beat their sandbagged estimates for the quarter is a lot less significant than the fact that the year over year growth in earnings was only about 30%, which is a significant slowing from recent qtrs. If this keeps up, it will be difficult to hold the forward PEs we've been seeing in this stock. Long lines in stores and all the other "feel good" carping means nothing if the company can't grow earnings at a rate commensurate with the PE they've been graced with.]]> http://seekingalpha.com/article/65882-research-in-motion-unlike-apple-no-slowdown-in-subscriber-growth?source=feed#comment-118696 118696
Wow, now there's a guy with balls...if you keep it up, you might be able to move out of the trailer park.

A historical FYI: the iPod wasn't (and current models still aren't) "less for less". The first model had a 5GB HD, which had only been done by one other niche player at the time it came out. It was (and still is) a "more for more" strategy, like the iPhone and the Mac. Notice the theme?]]> Mon, 25 Feb 2008 10:22:39 -0500
Wow, now there's a guy with balls...if you keep it up, you might be able to move out of the trailer park.

A historical FYI: the iPod wasn't (and current models still aren't) "less for less". The first model had a 5GB HD, which had only been done by one other niche player at the time it came out. It was (and still is) a "more for more" strategy, like the iPhone and the Mac. Notice the theme?]]> http://seekingalpha.com/article/59980-apple-seeking-a-reunion-with-adobe?source=feed#comment-109950 109950 Sun, 13 Jan 2008 12:22:00 -0500 http://seekingalpha.com/article/57296-a-glimpse-into-apples-future?source=feed#comment-105436 105436
A 48 PE (or whatever it is this week) isn't "alarming" for a company growing earnings at 70%+ annually...it is actually low. With a forward PE of 30, the current price is cheap if you believe that they will grow earnings another 70% this year. That is a pretty realistic expectation just on iPhone residuals and with the rest of the business holding serve from this year's levels, which is unlikely since the company is expanding market share in computers..."skeptics" are just the uninformed about the fundamentals of the company who are living in a perpetual "once ailing Apple Computer" mindset.

Check back at this time next year when FY09 EPS estimates are $9+ and the same 30 forward PE has the price at $270+. $190 will seem cheap.]]> Fri, 14 Dec 2007 21:36:09 -0500
A 48 PE (or whatever it is this week) isn't "alarming" for a company growing earnings at 70%+ annually...it is actually low. With a forward PE of 30, the current price is cheap if you believe that they will grow earnings another 70% this year. That is a pretty realistic expectation just on iPhone residuals and with the rest of the business holding serve from this year's levels, which is unlikely since the company is expanding market share in computers..."skeptics" are just the uninformed about the fundamentals of the company who are living in a perpetual "once ailing Apple Computer" mindset.

Check back at this time next year when FY09 EPS estimates are $9+ and the same 30 forward PE has the price at $270+. $190 will seem cheap.]]> http://seekingalpha.com/article/54055-what-s-the-right-price-for-apple?source=feed#comment-101877 101877 Tue, 13 Nov 2007 21:05:04 -0500 http://seekingalpha.com/article/49085-verizon-finally-unveils-iphone-competition-or-iphone-equalizer?source=feed#comment-97926 97926
Yeah, I'm sure Jobs is really quaking in his boots over LG--another lame brained Asian ODM/OEM. Yawn. These guys couldn't cut their way out of a paper bag with a razor blade.

"it has a ... full Web browser."

Right...says who? LG? Have you seen and used the browser on the iPhone? Just because a manufacturer plopped an html parser in an embedded system does not instantly qualify it as an "iPhone killer."

"The Voyager, made by LG Electronics (LG) , beats the iPhone by offering faster wireless Web access"

So let me get this straight: one feature on this new product trumps the entire iPhone product? Get a life...

"I think a more likely word that should be used here is "iPhone equalizer?"

Those are two words, "iPhone" and "equalizer".

"The iPhone may a better product but the far superior Verizon network compared to AT&T"

Wait, I've heard "kill the iPhone" and "iPhone equalizer"--yet now you say the iPhone may be a better product? Also, what exactly makes Verizon a "far superior network"? 3G?

"It comes at a time when Apple (AAPL) is behind its own sales goal"

What? Why don't you at least wait until after Apple's earnings announcement on 10/22 before making ridiculous comments like this. The last we've heard from Apple, it was 1M by end of last qtr, which we know they will hit, and 10M by end of first year of sales. What other data can you point to which suggests they are "behind"?

This is a pathetic story...

]]> Sun, 07 Oct 2007 15:04:59 -0400
Yeah, I'm sure Jobs is really quaking in his boots over LG--another lame brained Asian ODM/OEM. Yawn. These guys couldn't cut their way out of a paper bag with a razor blade.

"it has a ... full Web browser."

Right...says who? LG? Have you seen and used the browser on the iPhone? Just because a manufacturer plopped an html parser in an embedded system does not instantly qualify it as an "iPhone killer."

"The Voyager, made by LG Electronics (LG) , beats the iPhone by offering faster wireless Web access"

So let me get this straight: one feature on this new product trumps the entire iPhone product? Get a life...

"I think a more likely word that should be used here is "iPhone equalizer?"

Those are two words, "iPhone" and "equalizer".

"The iPhone may a better product but the far superior Verizon network compared to AT&T"

Wait, I've heard "kill the iPhone" and "iPhone equalizer"--yet now you say the iPhone may be a better product? Also, what exactly makes Verizon a "far superior network"? 3G?

"It comes at a time when Apple (AAPL) is behind its own sales goal"

What? Why don't you at least wait until after Apple's earnings announcement on 10/22 before making ridiculous comments like this. The last we've heard from Apple, it was 1M by end of last qtr, which we know they will hit, and 10M by end of first year of sales. What other data can you point to which suggests they are "behind"?

This is a pathetic story...

]]>